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Disclosery

LPWM LLC: VNQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPWM LLC on VNQI, newest first. How the timeline and the estimate are built.

LPWM LLC held 83,058 VNQI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,058 shares
    Change vs previous 13F +2,544 shares

    0.83% of the 13F portfolio, value $3,725,131.

    13F-HR 0001951757-26-001044 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 80,514 shares
    Change vs previous 13F -11,658 shares

    0.9% of the 13F portfolio, value $3,578,827.

    13F-HR 0001951757-26-000557 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 92,172 shares
    Change vs previous 13F +2,285 shares

    1.07% of the 13F portfolio, value $4,225,143.

    13F-HR 0001951757-26-000010 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 89,887 shares
    Change vs previous 13F +1,728 shares

    1.14% of the 13F portfolio, value $4,291,208.

    13F-HR 0001951757-25-001174 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 88,159 shares
    Change vs previous 13F -8,601 shares

    1.19% of the 13F portfolio, value $4,068,540.

    13F-HR 0001951757-25-000587 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 96,760 shares
    Change vs previous 13F +6,405 shares

    1.26% of the 13F portfolio, value $3,914,912.

    13F-HR 0001951757-25-000345 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 90,355 shares
    Change vs previous 13F +17,632 shares

    1.15% of the 13F portfolio, value $3,574,446.

    13F-HR 0001951757-25-000018 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 72,723 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,400,541.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).